Mobile Data Services First Surpassed More Than 30%
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"Although China mobile's growth slowing, but decline continued momentum has been defeated." In 2010, after China mobile released annual report of anonymity, analysts told the communication industry news (nets) reporters. Revenue increased 7.3%, profits growth in big index is not be 3.9%, is beyond the ARPU (average 73 yuan monthly household income) value and the first time more than three into data business income sorrow xi coexist, the present situation of China's mobile behind is the transformation of mobile surge of torrent.
Obviously, for China mobile is concerned, though still in transformation of the tunnel, but at the end of the dawn has early.
Growth of inertia
March 16, 2010, China mobile, annual earnings released figures, China mobile revenue for 4852 million yuan RMB, the year-on-year growth of 7.3%, net profit for 1196 billion yuan, an increase of 3.9 percent, with market expectations. In total, because users increased competition, China mobile 2010 growth in new subscribers 6173.4 million households, for a 2009 6503 million households dropped; The customer always calls a year growth of minutes per month on average a single user 18.6%, call duration, to increase 5.4% of 521 minutes. ARPU value, China mobile, ARPU value from last year, although the drop to $77 73 yuan, but the data than previously market expectations of $72, for good news. More important is, according to the third quarter earnings mobile 2010 1 to 9 months, according to ARPU value will remain at $72, no doubt, in the fourth quarter, mobile ARPU have rebounded. According to the communications industry news (nets) reporter obtained data shows, China telecom and China unicom in the first half of 2010 were the data for 58.1 yuanhe of 42.9 yuan, China mobile still industry-leading position.
Analysts see the annual report, China mobile is clearly belong to a considerable "surprise," in that in many index comply with the market, the unexpected ARPU value rallied and value-added services become window. Handing in silver international then report issued forecast, mobile Internet and voice value-added services become China mobile main growth. "In the fierce competition in the market, China mobile's achievement DeZhiBuYi." Analyst said.
The experts opinion, based on the original advantages and original scale growth is the achievement of China mobile has the main reason, compared with rivals, China mobile's original service, brand and network advantages in the market still play a strong role.
Because of this, during the same conference held in Hong Kong, China mobile, China mobile WangJianZhou said President are still classified as growth companies.
Unusual 3 into
The China mobile earnings is another important point, China mobile data and information on business in revenue accounts for 30% more than the first, to others, China mobile's President, said li data business income growth, thanks to China telecom phone news, fly letters business scale, and mobile phone reading, mobile television, mobile phone pay wait for business commercial.
Previously existing mobile communications industry insiders told the newspaper "(nets) reporter confirmed," compared to data services to bring's revenue, its profit than more objective of." Because of this, earlier, China mobile has been in internal KPI reform of data off the business development of specific guidance, expect its data services to integrate into the market, to win. The expert opinion, data services to China mobile will not only is profit, more long-term is profit pattern change and sustainable development, the guarantee for China mobile operators are concerned, one that is the biggest significance for the use of its network.
WangJianZhou revealed, will cooperate with the parent company propulsion 3G construction and operation, and promote and speed up TD - LTE technology industry development. In promoting our network upgrades become the largest mobile expand the leading edge task, China mobile G3 user total household, far exceeds 2070 million in 2009 earnings conference, chairman of the China mobile to WangJianZhou said over 10 million goal.
Early 2011, China mobile decide in Shanghai, hangzhou, nanjing and guangzhou, shenzhen, xiamen, Beijing city start TD - seven scale test. LTE And early by the ministry of industry and information organization, three operators are involved in td-scdma experimental nets choice of heibei baoding, shandong Qingdao is different, the China mobile will TD - LTE trial network locations, in China's economic most developed, covering the most densely populated eastern coastal cities. Analytical agency says, 2011 and 2012, China mobile TD - LTE trial network in several cities, the area of the listed company, laying long-term performance a positive effect. After China mobile has issued announcement, will make TD - ShangWangKa, and used in LTE this year launched TD - LTE test, in order to enhance online nic final user experience, this also for 2012 further TD - LTE trial commercial, provide the possibility.
50 billion and 200 billion gap
An interesting phenomenon is the largest enterprise, Internet field with China mobile tencent released on the same day, the 2010 annual earnings 2010 196.460 billion yuan in total they realize year-on-year, 57.9%; Net profit 80.536 billion yuan, an increase of 56.2%.
Only from the digital speaking, tencent profit margins higher than China mobile 16 percent, which is the gap both business model, is China mobile series of transformation of the target. Because of this, in earnings released the same day, China mobile has already signed an agreement announced to 2.37 billion yuan (approximately hk $2.81 billion, to include the cost of) mobile communications group and parent company takeover, mainly engaged in other transferors terminal sale in mobile phone) communication 100% rights move tripod. Mobile takeover, said li about business and hope that their phone purchase and sales business involved, because Occident, Korea and Japan etc mobile operators are adopting similar patterns.
Pay silver international analysts said acquisition cell phone sales company means companies have terminal by the key growth will be starting to user and application of network transformation, will benefit quickly become bigger and stronger TD industrial chain. And in expert opinion, from the pure network construction and development to terminal area, China mobile is will own position to market, in order to transfer in front moving the Internet age can still meet user personalized needs at the same time, through the whole industry chain, realization and Google, apple, etc rivals at the same level of competition.
Obviously, China mobile has been in network, terminal and data services company structure on all-round deployment of the future, in which the aim is to achieve business model transformation, compensate for 5000 million and 20 billion in the gap between digital outside. |
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Author Resource:-
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By :
Jessie Stone
Submitted
2011-03-25 06:48:02 |
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